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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1054 | 1156 | 1030 | 1645 | 2325 |
Fund Return | 10.96% | 5.42% | 15.64% | 0.98% | 10.47% | 8.8% |
Place in category | 1982 | 1640 | 2379 | 1173 | 762 | 353 |
% in Category | 65 | 46 | 79 | 48 | 44 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.08B | 15.59 | 6.37 | 7.20 | ||
BlackRock Global Allocation USD A2 | 6.6B | 9.15 | 0.62 | 4.50 | ||
LU0329592538 | 1.13B | 9.72 | 1.38 | 5.29 | ||
Global Allocation Fund X2 USD | 778.14M | 10.41 | 2.36 | 6.30 | ||
LU0724617625 | 1.3B | 9.17 | 0.62 | 4.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzgu | 15.59B | 15.15 | 2.46 | 10.52 | ||
Capital Group New Perspective Fubu | 15.59B | 14.56 | 1.68 | 9.63 | ||
Capital Group New Perspective Fubdu | 15.59B | 14.59 | 1.69 | 9.63 | ||
LU2097333152 | 15.59B | 15.32 | 2.60 | - | ||
Cap Group New Perspective lux C | 15.59B | 15.82 | 3.28 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.90 | 431.31 | -0.19% | |
Amazon.com | US0231351067 | 4.97 | 191.16 | -0.71% | |
UnitedHealth | US91324P1021 | 4.80 | 574.81 | -0.26% | |
ICE | US45866F1049 | 4.58 | 158.12 | -0.83% | |
ServiceNow Inc | US81762P1021 | 4.30 | 884.86 | -0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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